Oracle's $300 Billion Inference Bet: The Riskiest Play in AI Infrastructure
Oracle has staked its enterprise future on a $300B compute deal with OpenAI, betting that AI's real profits live in inference — not model training.
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Enterprise AI's Real Bottleneck Isn't the Model — It's the Data Stack
Fragmented, siloed data infrastructure is quietly killing enterprise AI ambitions before they start, industry leaders warn.